See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 26 8777 N GAINEY CENTER DR STE 100 · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $12,176 |
AMERICAN FUNDS1 year Service code 15 P.O. BOX 2280 · NORFOLK, VA 23501 | Recordkeeping | $4,046 |
GOLDLEAF PARTNERS1 year Service code 13 | Contract Administrator | $974 |
GOLDEAF PARTNERS1 year Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,547 | $58,726-44.6% | $92,233-64.7% | $62,292-47.8% |
| Participation rate | 60.3% | 68.3%-8.0pp | 76.5%-16.2pp | 69.5%-9.2pp |
| Annual return | 70.97% | 43.62%+27.3pp | 176.28%-105.3pp | 28.90%+42.1pp |
| Employer contribution / active EE | $578 | $2,392-75.9% | $3,679-84.3% | $2,042-71.7% |
| Participant deferral / active EE | $1,980 | $2,766-28.4% | $3,897-49.2% | $3,169-37.5% |
| Admin fee / account holder | $1 | $556-99.8% | $5,194-100.0% | $479-99.8% |